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Tesla sales drop 35% in San Diego County

jxjnskkzxxhx

Wasn't Elon part of the campaign to boycot bud light because he didn't like an ad?

So now people are boycotting Tesla for destroying American government and promoting fascism in Europe.

rvnx

It's even more insidious, because even if you like Tesla, your car may get scratched by people who don't like Tesla.

But yeah, perhaps telling allies in Europe to get fucked, and tell our friends that the US was embracing the idea to economically attack Canada and potentially militarily Denmark, supporting the idea that the US deserves to get a piece of Ukraine together with Russia, weren't probably the smartest moves among millions of other things.

I like Tesla as a product though (except the finish quality), but it's even less likely that FSD will come in Europe now...

And now, more oddly, it is a remotely controlled video and microphone, so even more creepy seeing the personalities of the people behind.

null

[deleted]

ZeroTalent

I don't think true FSD is possible without lidar.

ben_w

Eventually it must be possible, because humans don't come with LIDAR.

But "eventually" can be a long way off. Dunno how far we are from a pure-vision model that is simultaneously good enough for FSD and fits into the power envelope available to a car.

And even then, it feels like an unnecessary handicap to skimp on more sensor modalities.

tmaly

Tesla employs a lot of Americans, so this is going to hurt them, not just Elon.

mostlysimilar

This is a direct response to thousands of Americans being fired from their jobs by Elon's actions, with thousands more threatened and likely to lose their jobs in the future. I don't think "think of the jobs" is the right way to convince people this is a bad move.

skygazer

Employees have had fair warning, and years of advanced notice. Not a one has illusions about his character. They either relish it, or are looking for new opportunities at this point.

guelo

Elon has fired way more people than he employs.

throwpoaster

There’s been no talk of military attacks against Canada and Greenland/Denmark to my knowledge (as a Canadian).

Do you have a link?

rvnx

To be fair (I edited), he mentioned annexation through economic pressure, it's the overall feeling "whatever it takes".

https://theconversation.com/an-american-military-invasion-of...

https://www.gzeromedia.com/gzero-north/does-canada-need-to-p...

https://www.reuters.com/world/americas/rubio-says-g7-wont-di...

https://www.defensenews.com/global/the-americas/2025/03/20/f...

It's very unlikely, but even the fact that they mention it as a possibility feels just crazy to me.

You don't have to worry if you live in Canada though, I think this is just politicians trolling.

I just find the rhetoric to be a bit obscene (82% of Canadians are against it according to a recent poll!), but this is a question of perspective. Also, some impact (like the additional taxes / tariffs during imports) are real, not just a joke.

querez

So, with regard to Greenland, he specifically refused to rule out military action [0]. Which in diplomatic protocols comes very darn close to threatening a military attacks.

As far as Canada goes, Trump's national security advisors is on the record [4] saying he doesn't think there's any plans about this. Which is also an extremely uncertain way of talking about military action about your closest neighbor. Trump has repeatedly talked about making Canada the 51st state [1], and called Trudeau a "Governor" [2]. Here's a New York time article summing up the types of threats/attacks Trump made wrt. Canada[3].

[0] https://apnews.com/article/trump-biden-offshore-drilling-gul... [1] https://apnews.com/article/how-canada-could-become-us-state-... [2] https://www.nbcnews.com/politics/donald-trump/trump-mocks-pr... [3] https://www.nytimes.com/2025/03/11/us/politics/canada-trump-... [4] https://www.nbcnews.com/politics/donald-trump/trump-national...

Hikikomori

"one way or another"

He wants to buy it, but what happens when Denmark refuses. He also asked the Pentagon to draw up plans for Panama.

bdcravens

While it's not exactly a military declaration, Trump said during the joint session to Congress, "One way or the other, we’re going to get it" in reference to Greenland.

Tade0

I truly feel that his ideology mandates a separate term. Muskism? Elonism? The latter rolls of the tongue better, but I suppose future historians will lean towards the former.

drivingmenuts

Fascism. Just rebrand.

ZeroTalent

Just neofascism.

jamincan

It was because one of the many social media influencers they paid to promote a March Madness contest also happened to be trans.

blisterpeanuts

I can find no evidence that Musk was involved in the Bud Light boycott. Do you have a link?

Symbiote

It looks like it was invented by a satirical 'news' site: https://www.snopes.com/fact-check/elon-musk-bud-light-tweets...

jxjnskkzxxhx

Accuses people without evidence, and so do I.

jycr753

[flagged]

Ferret7446

Arson and more broadly terrorism is not boycotting, and I'm rather tired of mainstream left-leaning media pretending that it is.

The fact that you're using the same script as said media makes you sound like a bot that's part of the same cartel.

https://www.nytimes.com/2018/04/02/business/media/sinclair-n... and more recently https://cbsaustin.com/news/nation-world/dems-slammed-over-ap...

JumpCrisscross

This article isn't about arson. It's about a drop in sales.

Ferret7446

No, but the GP is framing the arson and related terrorism that is scaring people from buying/driving Teslas as a "boycott" in the same way that disingenuous news media is, and justifying it by comparing it to the Bud Light boycott.

The drop in sales is from terrorism, not from a "boycott".

ZeroTalent

it's tough to fight against fascism without the use of violence or a very heavy threat of violence. I think that most major changes in history show this to be true.

barely anyone would even mention a regular protest in front of dealerships.

JumpCrisscross

> tough to fight against fascism without the use of violence or a very heavy threat of violence

Torching Teslas isn't a strategic use of violence, it's throwing a tantrum. If you're talking about revolutionary violence, you're unfortunately crossing into using violence as a political tool, i.e. killing supporters to intimidate or leadership to decapitate. Anyone who thinks we're there right now isn't versed in what happens to ordinary people during and after revolutions, even those that fail.

(That said, I do find the irony of the January 6th ally decrying political violence a bit ridiculous. If you bought a Cybertruck after 2021, you made your own bed.)

guelo

There is a widespread boycott and a bunch of peaceful protests. There are a few instances of arson and zero instances of terrorism.

I'm tired of right wing media sensationalizing the handful of radicals and ignoring the thousands and million of peaceful people. Just like during George Floyd protests.

DaRealest007

Interesting. My understanding of what DOGE is doing is getting American debt under control. Trying to save the country from going bankrupt from overspending on programs that do not improve the life of the average citizen. I'm failing to see how that is destroying the American government. Maybe it's just me.

simonw

If they want to get American debt under control why did they fire a bunch of people at the IRS such that it's predicted we will see half a trillion in fresh losses to tax cheats this season? https://www.washingtonpost.com/business/2025/03/22/irs-tax-r...

busyant

> If they want to get American debt under control

I think the 2nd half of your sentence answers the first half.

They don't.

matt_s

Federal employees cost less than 5% of the fed budget which is $6000B. So if you lay off 10% of employees you are effectively reducing the budget by like $30B which leaves $5970B left.

Laying off employees will not help federal government debt or budget.

JumpCrisscross

> what DOGE is doing is getting American debt under control

I'm suprised anyone buys this line. Trump's 2025 GOP budget would increase deficits by $6 trillion [1]. Its end game is to increase tax cuts for the rich.

The cuts DOGE has done are likely to be reversed in costly court battles that will make the single-digit billions [2] Musk may have saved less than the costs of the fights. All of that is before considering the second-order economic effects of e.g. shutting down large sections of our national parks ahead of the summer season [3].

[1] https://budgetmodel.wharton.upenn.edu/issues/2025/2/27/fy202...

[2] https://www.npr.org/2025/03/01/nx-s1-5313853/doge-savings-re...

[3] https://www.npr.org/2025/02/26/nx-s1-5307908/national-parks-...

jxjnskkzxxhx

American gov was built with checks and balances. Eroding those is destroying American government. Yes, maybe it's just you.

blisterpeanuts

The permanent bureaucracy exists outside of checks and balances.

bdcravens

The idea is a sound one. However many see the approach being taken as reckless, lacking in accountability, and based on specious claims (much of what we know of the progress is self-reported by Musk, some of which has been disproven by fact checkers). Moreover, arguments against his actions are often met with straw men arguments about spending reduction instead of addressing his actions specifically.

DaRealest007

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MattPalmer1086

The Executive does not control what money is spent. That is for Congress to decide, no? I think this is described in a document called the Constitution.

DaRealest007

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RandomBacon

American Government ≠ America, and I think a lot of people mix the two.

Some people want what large, vastly-reaching governments provide. They just need to be aware that the people who run the government can change. The power you give to one "side" can be inherited by the other "side". People should always be wary of giving that power away, because you never know who will have it next.

apeescape

It's about the separation of powers. Law-making, adjudication, and execution should be separate branches so that no one branch gets too much power, as that will lead to dictatorship. When Trump and Musk are ignoring judges' orders and going ahead with their sledgehammering, it sets a dangerous precedent for what the POTUS can get away with.

Ofc there's more to this story than just DOGE too.

Symmetry

Back in January I was planning on getting a Model 3 around now. Probably I'll get an Ioniq 6 now.

RandomBacon

I'm not a fan of any car company. Especially ones that eschew buttons for a touchscreen. I am however looking forward to see how the new Ramcharger does (RAM 1500 with all-electric drivetrain (145mi) and built-in V6 generator for extended range (690mi)).

loudmax

If you have a short daily commute, I recommend considering plug-in hybrids.

I got a PHEV Prius Prime in 2020 and I'm delighted with it. The battery has a range of about 20-25 miles, depending on the weather. My daily commute is about 10 miles each way, so I can make it to work and back without needing gas, and I only need to fill the tank three or four times a year. In my case it works out really well: driving an electric vehicle 95% of the time, and never any range anxiety.

malyk

I've had a chevy volt since 2014 and it's amazing at this. 30+ mile range gets me all the local travel that I need daily plus the gas range makes roadtrips completely stress free since I can just go get gas.

nickspacek

Our Kia EV6 (similar platform) has been great, besides its 12V flooded battery once going flat and disabling the vehicle.

The EV6 has a big touchscreen, a touch screen for combined media/climate controls, capacitive buttons for seat heat and steering wheel heat. However, many of the controls are available as physical buttons as well.

Symmetry

The EV6 is the other car I've been thinking about, actually. I'm going to need to test-drive both some weekend we're not busy with the work on the new house.

willvarfar

We have an EV6 and love it.

So, ... house project? Also starting a house project. Is there some forum other than youtube for self builders?

m463

12v battery issues have disabled teslas too. When dead, some cars have 12v wires behind a trim panel to power the car to open the hood or a door.

bdcravens

I've had one since late 2022, best car I've owned. Unfortunately most EV6 owners do end up replacing the 12V (myself included).

The capacitive controls are only on the GT Line trim; the Wind has physical controls for those button.

bdcravens

I made the same decision 2 1/2 years ago, cancelling a Model 3 order and going with an EV6.

gilbetron

Ioniq 5 owner here for almost a year, great car so far! The 2025 version has some solid upgrades (even more physical buttons is my favorite part).

tnolet

Was in the market for a Model Y. Got Volvo EX40 instead. Glad I dodged that bullet.

Hikikomori

Kia EV6 and Wolkswagen id5 are both really nice cars.

jl6

I really hope other EV brands are picking up the lost sales, rather than demand being displaced back to ICE vehicles. Hating the owners of Tesla stock is one thing, but the owners of oil & gas stocks are far worse.

willvarfar

In Europe EV sales are up whilst Tesla is down.

https://www.msn.com/en-us/autos/news/volkswagen-bmw-group-el...

guelo

There's a bunch of cool EVs being sold in Europe and China that we don't get access to because we have to protect Tesla's sales.

rcMgD2BwE72F

While their European production lines were down because of the switch to the new Y "Juniper" version?

Of course sales are down if you start the quarter with near zero inventory and shutdown your factory.

Also, the Y lines were also down in the US and in Shanghai. It was the first time they launched a new version globally and simultaneously.

willvarfar

It seems to me, being the kind of person to want an EV and being surrounded by people who do, that the recent downturn is very much about Musk. There are other contributing factors like less competitive offering, much stronger new rivals, price, build quality issues etc. But at it's heart it seems to really be very much because everybody buying EVs thinks Musk and what he stands for awful. He has directly upset his core customer base. I can't think of anyone I know with a Tesla who just brought an EV because it was a car. Teslas weren't utility, they were a statement.

JumpCrisscross

> While their European production lines were down because of the switch to the new Y "Juniper" version?

Prediction: the new cars will sell worse than the current ones. With an old Tesla model, you can plausibly deny your connection to Musk. With a new one you can't.

The most popular car colours are black, white and grey. People generally don't buy opinionated cars, even if we like looking at them. Teslas are a politically-opinionated car. That restricts their market.

abcd_f

I would've expected a much larger dip.

RandomBacon

Protesters views on either "side" do not represent the majority views. I imagine most people who were interested in buying a Tesla, are not interested in being the victims of vandalism, violence, or hate.

kasey_junk

I imagine, if the cultural signal is not the issue (which would be weird cars are perhaps the second most signaling purchase someone makes) it’s the resale value.

All teslas have cratered in value a minuscule number of them have been vandalized.

InsideOutSanta

> cars are perhaps the second most signaling purchase someone makes

Exactly this.

In addition to outside signaling, buying a Tesla is a decision people often made for moral reasons. They decided to buy an expensive, relatively poorly made car with a limited range (compared to an IC car) because they could mentally offset the disadvantages of the car by morally justifying the purchase. Today, though, this is a pretty difficult justification to make.

ivewonyoung

> All teslas have cratered in value

Source(s) ?

reustle

Not just Teslas, most EVs

Trasmatta

It's also possible that people who were interested in buying a Tesla are not interested in buying a car from a man who will sig heil twice in public. There are actually still a lot of people that find Nazis revolting.

spacemadness

Not according to the oh so moderate and reasonable HN comments. Having an opinion about that to the point of painting signs or showing any sign of protest is an extreme view.

RandomBacon

I think Nazism is terrible, nor do I think it was an attempt at a Nazi salute. Some people will call it a "dog whistle", but it definitely wasn't a Sieg Heil.

gmm1990

That was for February, I think it could be a lot higher in March.

furyg3

Indeed. There were probably a lot of January purchases (pre-salute and salute fallout) that were delivered in February; and that was only the start.

InsideOutSanta

This is a huge change. These kinds of boycotts and protests usually barely impact sales. The Bud Light boycott had a relatively strong impact on sales, resulting in a 26% decrease in in-store sales in the US. The effect on Tesla seems to be way bigger, and it's not limited to only US sales.

Another prominent example of a global boycott is Nike during the 1990s, but despite the widespread coverage, their revenue actually continued to grow.

A 35% sales drop is pretty crazy.

xiphias2

Boycott is not the same a burning cars. The sales of the car I own are going down in general, but the only way it affects me is that I know the software bug won't be fixed.

Tesla owners must be scared now to get attacked.

AlecSchueler

Hopefully they can keep things in perspective and direct their frustrations at the CEO who became a facist and not the millions suffering who want to oppose him.

rcMgD2BwE72F

>A 35% sales drop is pretty crazy.

It's not, if you realize they started the quarter with almost no inventory (12 days in end of December, which is nothing for an OEM with no dealership).

More importantly, they shut down the production lines for the Y model to convert them to the new 2025 Juniper version. That's 2/3 of their total sales.

You can't sell cars you have no produced, obviously. It's April-May that you have to watch for deliveries, now that they finally started shipping the new Y out of Texas.

InsideOutSanta

But then your point is not that 35% isn't a huge change; it's that the boycotts aren't causing the change.

askl

Of course a 100% drop would be better, but at least it's a move in the right direction. (No pun intended)

42772827

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jopsen

Some of this is probably the new Model Y, that people are waiting for.

And probably also competition.

But the political stuff sure doesn't help. Especially not when want to feel good/green when buying an EV.

7e

If this was just the Model Y refresh, Trump wouldn't be on the Whitehouse lawn telling people to buy Teslas, like the corrupt car salesman he is.

matt_s

Tesla's non-truck vehicles all look the same and the design is dated. They have yet to prove they can do a car redesign successfully to my knowledge. It takes a lot of effort for a car company to redesign and re-tool their factories to produce a quality new version of a vehicle. They had massive problems when initially launching and until proven otherwise they could repeat those problems if/when they do a re-design.

If Musk would step aside as CEO, they do a successful re-design of each model, offer an affordable bare bones EV (200mi range, slow 0-60, FWD), then I think the company would be rock-solid as an investment and sales would go through the roof and they would break past the 5% of total car sales barrier.

bryanlarsen

Some of your comment is wrong, IMO. Some of it is correct. Last year I would have jumped in to correct your errors. But I've since sold my stock and am considering selling my car.

One of Tesla's greatest assets were its fans. We've been burnt. Let the haters win.

matt_s

My comment is my opinion, its neither correct or incorrect.

Car designs get dated and need refreshes every few years (my opinion). Tesla has not gone through this cycle that all other car manufacturers go through (fact?) so I think to prove itself it needs to successfully navigate that cycle.

Opinionated, politicized CEOs of consumer products is not a good idea, doesn't matter what party affiliation. Its going to cause issues with the company and the board of directors would be justified in ousting someone like that. There's just not going to be a good outcome with someone like that at the helm.

bryanlarsen

There is no major component of the Model 3/Y that has not seen a major redesign over the years: frame, motor, battery, Heat & A/C & battery/engine cooling/warming, suspension, computer, windows, auxiliary battery, et cetera.

Gud

How can it be a rock solid investment, when Tesla’s market cap is twice as high as Toyotas?

Maybe it was warranted when the growth was crazy, but their early advantage has been squandered by their whack job CEO.

flexie

Almost all automobile manufacturers are valued with P/Es around 4-15. This is true for GM, Ford, Stellantis, VW, BMW, Toyota, Hyundai, SAIC, Nissan, Honda, Suzuki, etc. Why? Because no-one expect them to grow much.

Right now, after losing almost half of its value, Tesla's stock still has a whooping 122 P/E; Tesla is still valued as a growth company while their sales are collapsing in the US, in Europe and in China, and with no other obvious market to compensate. Tesla hasn't launched a new mass market vehicle since March 2019, when Model Y was presented. That's 6 years ago! What other car manufacturer would survive so little innovation for so long? There are no new mass market vehicles in sight, just some robot taxis and robots and dreams of somehow generating a trillion dollar market on that in the very urban markets in the US and Europe where politicians and consumers despise Musk. Good luck with that. Already in 2024 - long before Musk went full throttle MAGA - Tesla stopped growing.

By now, European and Asian competitors have caught up with Tesla. Yes, Tesla is among the best on some measures, like price and range, but notby much, and it's also far down on the list on other aspects; the market is saturated with its 2 main models, it's not very luxorious, it's not of very good quality, etc. It's one good choice out of many good choices. The growth is gone, the moat is gone, and the Musk brand is now a liability.

Tesla shareholders are in for a rough ride.

sqrt_1

Didn't Tesla's top selling car (Model Y) get a refresh last month? Potentially a lot of buyers waiting to get the new model.

filoleg

Yeah, deliveries are starting in May.

simonw

With hindsight it's interesting to consider what a vulnerable position Musk is in.

Tesla stock has been massively over-valued for years - it's been clear that a company selling less cars than most other name-brand auto manufacturers shouldn't be one of the top ten most valuable companies in the world, but had a valuation that was propped up by Musk's massive fame and visibility.

(Of course shorting Tesla was always a risk, because "the market can remain irrational longer than you can remain solvent".)

As Musk, the worst thing you can do in that position is to wildly pivot into right wing politics and piss off a huge chunk of the world's population who can both afford your cars and care about climate change.

Right wing fans who can afford $100,000+ for a Cybertruck aren't going to make up that gap.

blisterpeanuts

Tesla is not just cars. Their large scale solar power storage business is growing, they manufacture batteries, they have the largest charging infrastructure for end users, massive super computing to crunch fsd data, a lithium refinery in Texas starting up this year, and their humanoid robotics division.

Perhaps their stock was overpriced, perhaps not. Long term, there’s tremendous upside and right now it’s arguably a buying opportunity. Musk’s involvement with DoGE will end in a matter of months or maybe a year, and the people keying cars and engaging in political theatrics outside Tesla dealerships will soon move on to the next cause.

JumpCrisscross

> large scale solar power storage business is growing, they manufacture batteries, they have the largest charging infrastructure for end users

Tesla’s infrastructure-sales prospects outside America have basically been hobbled for years to come. I’d argue similarly for our most-populous states.

Like, on what planet is a Canadian or California politician surviving greenlighting a Tesla project? For that matter, how many places currently leasing space to Tesla for charging infrastructure want a permanent protest magnet on their property?

margalabargala

Part of the reason that Tesla has been so valuable, is that is was/is seen as an investment in Elon Musk as a person, not specifically just Tesla. SpaceX is a private company, so people can't invest in that. But Tesla's stock price has in the past seen spikes and dips associated with successes and failures by SpaceX.

Right now, Musk has a decent amount of power over the domestic functions of the US Government. Regardless of your opinions about that fact, it's an objective truth that that is an economically valuable position for a person to be in. And so, Tesla stock remains high, independent of the performance of Tesla the automaker, and frankly independent of many people's opinions of what Musk is doing.

Were Musk to get booted from the current administration, and Tesla sales to increase 30%, I think the net effect of that would be a drop in Tesla stock.

blisterpeanuts

Like many unicorns. During the Dot Com era, when Oracle chief Larry Ellison was briefly thought to be lost at sea on his sailing yacht, Oracle’s stock tanked, then recovered after he was found safe.

archagon

Musk is inextricably tied to MAGA and global rightwing populism at this point, DOGE or no DOGE. If and when the US starts invading allies and sending Democrats to El Salvador, the brand will become unsalvageable barring Musk’s complete eviction from the company — and maybe not even then.

blisterpeanuts

If such bizarre actions were to actually take place, Tesla’s brand will be the least of our problems.

It’s like saying that if Musk unleashes a billion Optimus robots to take control of the world, people will be mad and stop buying Teslas.

blindriver

San Diego leans right so I’m curious how things are in the rest of the US.

pcwalton

San Diego County was D+17 at the presidential level in 2024, not exactly right-leaning in national terms. It's slightly right of California (D+20) as a whole, I suppose.

JumpCrisscross

Sacramento should just bite the bullet and ban self-driving systems without redundant perception modes, e.g. camera + Lidar.

cagenut

i'm looking forward to seeing the hard numbers on the april 29th earnings call

huhtenberg

Apparently Tesla got caught cooking their books to the tune of 1.4B [1], so the numbers reported on the earnings call might not be as precise as one would expect.

[1] https://finance.yahoo.com/news/tesla-1-4-billion-seems-11130...